Fieldpoint Private Securities’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $13K | Sell |
191
-603
| -76% | -$41K | ﹤0.01% | 688 |
|
|
2022
Q1 | $58K | Sell |
794
-216
| -21% | -$15.8K | 0.01% | 552 |
|
|
2021
Q4 | $73K | Sell |
1,010
-55
| -5% | -$3.98K | 0.01% | 502 |
|
|
2021
Q3 | $69K | Sell |
1,065
-133
| -11% | -$8.62K | 0.02% | 501 |
|
|
2021
Q2 | $79K | Buy |
1,198
+432
| +56% | +$28.5K | 0.02% | 473 |
|
|
2021
Q1 | $46K | Buy |
766
+611
| +394% | +$36.7K | 0.01% | 591 |
|
|
2020
Q4 | $8K | Buy |
+155
| New | +$8K | ﹤0.01% | 998 |
|
|
2017
Q4 | – | Sell |
-541
| Closed | -$35K | – | 524 |
|
|
2017
Q3 | $35K | Buy |
+541
| New | +$35K | 0.02% | 431 |
|